MAP

Moody Aldrich Partners Portfolio holdings

AUM $517M
1-Year Est. Return 38.15%
This Quarter Est. Return
1 Year Est. Return
+38.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.35M
3
+$2.21M
4
TRNO icon
Terreno Realty
TRNO
+$2.1M
5
SLAB icon
Silicon Laboratories
SLAB
+$1.87M

Top Sells

1
+$2.21M
2
+$1.57M
3
+$1.43M
4
INVX
Innovex International
INVX
+$1.2M
5
DY icon
Dycom Industries
DY
+$1.15M

Sector Composition

1 Technology 18.22%
2 Healthcare 13.67%
3 Financials 12.56%
4 Industrials 12.46%
5 Consumer Discretionary 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.27%
43,135
+4,460
27
$1.77M 1.23%
42,880
+4,035
28
$1.74M 1.21%
36,847
+3,500
29
$1.74M 1.21%
26,590
+2,540
30
$1.74M 1.21%
34,340
+3,380
31
$1.71M 1.19%
25,700
+2,710
32
$1.61M 1.12%
12,185
+1,180
33
$1.58M 1.1%
18,350
+6,100
34
$1.57M 1.1%
93,715
+29,085
35
$1.55M 1.08%
31,170
-13,085
36
$1.53M 1.07%
+39,935
37
$1.52M 1.06%
78,560
+8,080
38
$1.51M 1.05%
19,255
+2,250
39
$1.5M 1.05%
38,235
+3,475
40
$1.5M 1.04%
49,685
-37,580
41
$1.5M 1.04%
22,330
+1,460
42
$1.48M 1.03%
22,160
-2,680
43
$1.47M 1.03%
32,050
+3,170
44
$1.47M 1.02%
49,640
-6,810
45
$1.46M 1.02%
11,365
+1,190
46
$1.45M 1.01%
32,630
+3,040
47
$1.43M 1%
63,360
+5,890
48
$1.43M 0.99%
17,455
-14,020
49
$1.42M 0.99%
62,565
-11,870
50
$1.41M 0.98%
53,735
-38,450
1
2
3 4 5